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Matching slides 60,568
Current window 22,501-22,530
Pages 2,019
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22,501-22,530 of 60,568
22
Source: BloombergBolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
23
Data sourced from Bloomberg.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
24
Data sourced from Bloomberg; includes revenue, operating income, goodwill, D&A, capex, and operational metrics like employee count and cargo handled.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
25
Data sourced from Bloomberg.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
03
The slide uses a table to highlight the divergence between declining market share and declining 'real' EBITDA, questioning the sustainability of the business.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
The slide includes a specific accounting query (item 4) regarding the classification of property sales proceeds in cash flow statements.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller 1 hit
08
This is a page from a short-seller report (Muddy Waters Research).Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose Contradiction1 hit
02
The slide uses a strong narrative hook ('When Genius Fails') to frame the investment thesis.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
09
The slide functions as a forensic research note exposing management's inconsistent financial guidance and the failure of asset sales to reduce net debt.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Agitate1 hit
11
The slide uses a short-seller perspective to critique management's financial reporting practices.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
12
Includes a table detailing the reconciliation of real estate gains and a footnote regarding an earnings call inquiry.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
14
The slide uses financial statement data to argue that Casino's EBITDA is inflated by including gains on asset disposals that are otherwise categorized as 'Other operating income'.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
16
Includes detailed table comparing S&P and MWC financial adjustments for 2014 and LTM, followed by qualitative justification for MWC's adjustments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
18
Detailed SOTP breakdown including operating assets, non-operating assets, liabilities, and hybrid instruments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Aha Moment1 hit
19
The slide uses a complex network diagram to show equity stakes and financial data across multiple entities; includes specific notes on TRS (Total Return Swap) instruments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
20
The table breaks down EBITDA by geography (France, Latam, Asia, Ecommerce) and applies economic ownership percentages to arrive at proportional EBITDA figures.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
21
The table provides a breakdown of reported cash, economic ownership, and proportional cash, culminating in a total proportional cash figure for the parent company.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
22
The table provides a granular breakdown of debt by region (France, Latam, Asia) and business unit, showing the impact of ownership percentages and recent adjustments on total debt figures.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
23
The slide documents potential corruption or irregular corporate governance regarding the privatization of Azercell.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
26
The slide uses a 'red flags' column to frame financial transactions as evidence of corruption.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
27
The table serves as evidence of financial irregularities and potential corruption involving TeliaSonera and government officials.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
28
The table serves as evidence of potential corruption or mismanagement, highlighting patterns of shell companies, undisclosed agreements, and overpayment.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
29
The slide functions as a forensic audit or 'villain critique' of past management decisions.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
30
The table lists specific transactions in Georgia and Russia, their costs in USD and SEK, and the associated controversy.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
31
The table uses 'X' marks to indicate the presence of specific red flags across different transaction categories.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
32
The table appears to be an evidence matrix documenting potential corruption or financial irregularities.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
33
The table appears to be a fragment of a larger dataset, showing specific deal values and 'X' markers for unknown categories.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
34
Includes specific assumptions regarding Eurasia asset sales, FCPA fines, and net debt adjustments.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
35
The slide provides a detailed breakdown of Net Sales and EBITDA by region, followed by a justification for the EV/EBITDA multiples used in the valuation.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
36
The slide contains three distinct sub-tables, one for each company.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Victory1 hit